Group 1 - Boeing Co (NYSE:BA) is highlighted as a stock to watch ahead of Q3 earnings season, with a focus on increasing deliveries and cash flow [1] - Boeing shares have risen 28% year-to-date, indicating a recovery driven by new orders, including a significant 225-plane order from Turkish Airlines and a 30-plane order from Norwegian Air Shuttle [2] - The company is also seeing growth in defense revenue with increasing orders for CH-47 helicopters, F/A-18 jets, and a $700 million tanker deal [2]

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Core Insights - Airbus delivered a provisional total of 70 jets in September, marking a significant milestone in its delivery performance [1] - This achievement has resulted in the cumulative number of deliveries for the year surpassing the equivalent total for 2024 for the first time [1] Delivery Performance - The 70 jets delivered in September contribute to a growing trend in Airbus's delivery numbers [1] - The preliminary data from Cirium indicates a positive trajectory for Airbus's delivery figures compared to previous years [1]

Core Viewpoint - Boeing has faced significant controversy in recent years, with its stock performance lagging behind the S&P 500 index [1] Stock Performance - Over the past three years, Boeing's stock returned just over 54%, while the S&P 500 increased by 78.5% [1]

Group 1 - Boeing's new 777X widebody jet commercial debut is delayed to early 2027, potentially leading to significant non-cash accounting charges due to prolonged safety certification work [1] - BlackRock's Global Infrastructure Partners is negotiating to acquire Aligned Data Centers for approximately $40 billion, following a nearly $38 billion takeover of AES [1] - Johnson & Johnson was upgraded to buy from hold at Wells Fargo, with analysts optimistic about its cancer franchise and the removal of existential risks related to tariffs and drug pricing [1] Group 2 - Constellation Brands' price target was reduced to $175 from $205 by UBS, although the stock maintains a buy rating, trading at over 11 times forward earnings with a 2.9% dividend yield [1] - UBS maintains a sell rating on Tesla despite better-than-expected third-quarter deliveries, citing concerns over demand pull-forward due to EV tax credit expiration [1] - AeroVironment received price target increases to $400 and $415 from Citizens JMP and BTIG, both maintaining buy ratings and expressing strong bullish sentiment [1] Group 3 - KeyBanc downgraded Corteva to hold from buy following its announcement to split into two companies, raising concerns about the impact of breakups on stock performance [1] - Citi analysts proposed a three-way merger involving CSX, Canadian Pacific Kansas City, and Berkshire Hathaway-owned BNSF as a strategic response to the Union Pacific and Norfolk Southern merger [1] - Barclays lowered its price target on PepsiCo to $140 from $144, expressing caution ahead of earnings, particularly regarding sales and margins [1]

Core Points - Bragar Eagel & Squire, P.C. is investigating potential claims against Firefly Aerospace Inc. for possible violations of federal securities laws and unlawful business practices [1][2] Company Financials - Firefly conducted an initial public offering of 19.3 million shares at $45.00 per share on August 7, 2025 [6] - For Q2 2025, Firefly reported a loss of $80.3 million, or $5.78 per share, compared to a loss of $58.7 million, or $4.60 per share, in the same quarter the previous year [6] - Revenue for Q2 2025 was $15.55 million, which was below analyst estimates of $17.25 million and represented a 26.2% decline from the same quarter last year [6] - Following the financial results announcement, Firefly's stock price dropped by $7.58 per share, or 15.31%, closing at $41.94 per share on September 23, 2025 [6]

>> NEWSMAKERS AND MARKET MOVERS. THIS IS THE PULSE WITH FRANCINE LACQUA FRANCINE: GOOD MORNING AND WELCOME TO THE PULSE. WE WILL DISCUSS THE MARKETS BEFORE THAT AND WE WILL GET A STATUS UPDATE ON THE U.S. AND THE TRANSFER REPORTED GENERALLY.PRESIDENT TRUMP IS FLASHING THOUSANDS OF JOBS THE WHITE HOUSE AND THE GOVERNMENT. FOR MORE, WE ARE JOINED BY STEPHANIE BAKER. STEPHANIE, WILL THEY BE LEGAL OR IS AN EMPTY THREAT.STEPHANIE: MANY ARE ARGUING THEY WOULD BE ON THE GOAL. BUT THE THIRD IS REAL AND THIS SHOWS T ...

Listen on the go! A daily podcast of Wall Street Breakfast will be available by 8:00 a.m. on Seeking Alpha, iTunes, Spotify.Getty ImagesSeeking Alpha News Quiz Up for a challenge? Test your knowledge on the biggest events in the investing world over the past week. Take the newest Seeking Alpha News Quiz and see how you stack up against the competition. Good morning! Here are the latest trending news heading into the weekend:Pay pushback: A group of Tesla (TSLA) shareholders and state officials called on i ...

Core Insights - GE Aerospace is a leading global company in the aerospace sector with a market capitalization of $319.1 billion, specializing in jet engines, components, and integrated systems for various aircraft types [1] Financial Performance - GE Aerospace is expected to announce its fiscal Q3 2025 earnings on October 21, with analysts forecasting an adjusted EPS of $1.45, representing a 26.1% increase from $1.15 in the same quarter last year [2] - For fiscal 2025, analysts predict an adjusted EPS of $5.87, indicating a growth of 27.6% from $4.60 in fiscal 2024 [3] Stock Performance - Over the past 52 weeks, GE Aerospace shares have surged by 60.6%, significantly outperforming the S&P 500 Index's gain of 17.6% and the Industrial Select Sector SPDR Fund's return of 14% [4] - Despite beating Q2 2025 earnings expectations, shares fell by 2.2% on July 17, with adjusted EPS of $1.66 and a revenue increase of 21% year-over-year to $11 billion, while operating margin decreased by 10 basis points to 23% due to a 22.8% rise in cost of sales [5] Analyst Ratings - The consensus among analysts is bullish, with a "Strong Buy" rating for GE stock. Out of 21 analysts, 15 recommend a "Strong Buy," 2 suggest a "Moderate Buy," and 4 recommend a "Hold," indicating a slight decrease in bullish sentiment compared to three months ago [6] - The stock is currently trading above the average analyst price target of $295.72 [6]

What's holding up these deliveries. It's already been six years right in the pipeline. And how is this going to affect not just Boeing itself, but its customers as well.Yes, Boeing is communicating privately that it expects its newest market share this long haul, 777, to start flying commercially in 2027. And so it's a blow for customers who have been waiting, as you said, since 2020. I think the problem for Boeing at the moment is it raises the specter of having to take yet another cash charge, a non-cash ...